MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.56B
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,422
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.6M
3
+$8.01M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.13M
5
QCOM icon
Qualcomm
QCOM
+$4.92M

Top Sells

1
+$8.04M
2
+$5.79M
3
+$5.41M
4
SBUX icon
Starbucks
SBUX
+$4.89M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.85M

Sector Composition

1 Technology 22.02%
2 Financials 10.95%
3 Consumer Discretionary 8.73%
4 Healthcare 6.93%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$374K 0.01%
6,123
-1,143
352
$373K 0.01%
1,133
+39
353
$371K 0.01%
18,117
+16,106
354
$371K 0.01%
9,525
+9,500
355
$371K 0.01%
+24,500
356
$369K 0.01%
1,364
-529
357
$360K 0.01%
632
+22
358
$358K 0.01%
4,228
+200
359
$357K 0.01%
561
-4
360
$354K 0.01%
+268,446
361
$353K 0.01%
7,200
-402
362
$351K 0.01%
6,693
363
$348K 0.01%
1,578
-18
364
$348K 0.01%
1,436
-585
365
$344K 0.01%
3,116
+220
366
$344K 0.01%
5,034
+899
367
$337K 0.01%
1,497
+36
368
$337K 0.01%
1,586
-11
369
$333K 0.01%
3,953
-300
370
$331K 0.01%
314
-15
371
$329K 0.01%
6,689
+5,946
372
$328K 0.01%
+6,295
373
$327K 0.01%
1,422
-1,074
374
$321K 0.01%
3,810
+701
375
$320K 0.01%
+145,000
13 14
15
16 17